Likelihood to Recommend - Formstack for Salesforce excels in scenarios where organizations need to capture leads seamlessly. The platform's ability to create customized and branded lead generation forms, coupled with its direct integration with Salesforce, facilitates the smooth transfer of lead data into the CRM system. This is particularly beneficial for marketing teams running campaigns and events.- In scenarios where the primary goal is to collect basic contact information without the need for complex workflows or integrations, the comprehensive features of Formstack may be more than what is required. Simpler tools or solutions might be more appropriate for straightforward contact form needs.
Read full review Formstack makes it easy to create a variety of forms. I have used it for event interest and registrations, email list sign-ups, and surveys. I have found it easy to customize, and easy to export data for import into other systems (e.g., CRM).
Read full review Pros Collecting customer data and keeping it clean and organized I can send forms to the candidates so that they can easily review the documents The forms are easily embedded in websites, allowing us to utilize formstack for our various seasonal programs. Read full review Allows for unique situations. As a school, we don't have the luxury of being cookie cutter. Neither do our forms. Support. If we don't know how to do it, their support team has been very helpful and actually attempts to understand the issue on hand. User friendliness. In our field we have a phrase: "what if you get hit by a bus?" With Formstack, you can "get hit by the bus" and someone else can jump in and still keep things running (this is used as a phrase for illness, not termination). Read full review Cons mastering the more advanced features of Formstack, especially those related to complex form configurations and workflow automation, can be challenging. we need a broader range of pre-built templates within Formstack Improvements in the mobile app experience, such as a more intuitive design and additional features comparable to the web version, would enhance the usability of Formstack Read full review Setting up our multi-step form took some getting used to. Some of the branching logic configuration wasn't as intuitive as would be ideal. Since we were pushing data directly into Hubspot, I found it cumbersome to deal with data storage limits within Formstack. I would get frequent notices that new responses were not being stored in Formstack and that I needed to upgrade or delete data. I got tired of that. More/easier support for custom fonts would have been a huge plus. We were able to customize the form's appearance, but had to make some concessions in that regard. Read full review Likelihood to Renew Our user base has come to rely on Formstack to get forms done. The Formstack tools make it easy to start from scratch or copy an existing form to "quick start" a new, similar form. The price is right and frees up IT staff to do more transformative work.
Tim Roe Project Manager, Web Services
Read full review Usability I give it this rating because Ali feel like just about anyone can use this. Now with 7 billion people in the work I understand that’s not the case but I feel like Formstack get it pretty simple where a majority of humans could use it and navigate through. The only reason I didn’t give it a higher rating is because I think
Google Forms is a little easier to use and that it’s pretty much impossible for any product to get a 10 on usability in my opinion.
Read full review Support Rating The agents in the original group, especially the ones in cahoots with the developers, are really solid and know what they're talking about--I'm looking at you, Collin. The 'Tier 1' support agents that typically reply to the tickets are really spotty. If you have an overly technical question, i.e. bugfix, or describe a feature from a few years back that randomly disappeared, these agents typically will give you what feels like a generic reply and not know what you're talking about.
Read full review Implementation Rating We implemented on one of the earlier versions. Through continuous engineering improvements, the interface keeps getting easier and more intuitive. Therefore, later implementations keep getting easier and better.
Read full review Alternatives Considered Formstack has a lot of work to do to get up to
Jotform standards.
Jotform has more payment integration options which is a HUGE selling factor for us as far as which program to choose. They also offer more discounts for non-profits which we work with often. Formstack has some pros but
Jotform is more elaborate
Read full review Drupal is a much more customizable platform, however you must have someone build the forms first and then you can work with them if you do not have the programming knowledge. If you have any changes to make, it can sometimes be both a time consuming and difficult process. Formstack is much more efficient if you do not have an in house programmer.
Read full review Return on Investment This can lead to time savings, allowing employees to focus on more strategic tasks rather than manual data handling. By automating the transfer of data from forms to Salesforce, the platform contributes to improved data accuracy. The automation and customization capabilities of Formstack can streamline various processes, from lead generation to internal approvals. Read full review Positive - ability to analyze submission trends - e.g. when a marketing email is sent, looking at increased form viewing and submissions in relation to the sending of the campaign. Immediate response - those that submit forms receive immediate response that their form has been submitted. Ryan Spear Associate Director of Admission Operations
Read full review ScreenShots